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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| AZ | RA | APPROVED | 2022-01-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 09/2005 | 08/2021 |
| Bbva Wealth Solutions Inc. | Mesa | AZ | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Mesa | AZ | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 09/2005 | 08/2021 |
| Pnc Investments | Gilbert | AZ | 08/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2021 | Present |
| Cetera Investment Advisers Llc | Chandler | AZ | 12/2021 | Present |
| Midfirst Bank | Chandler | AZ | 12/2021 | Present |
1. SUCCESSOR TRUSTEE OF PARENTS TRUST, THE BECKMAN REVOCABLE LIVIING TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-22 |
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